See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,386 | $148,978+37.9% | $200,582+2.4% | $84,808+142.2% |
| Participation rate | 57.5% | 84.2%-26.7pp | 86.9%-29.4pp | 68.3%-10.8pp |
| Annual return | 14.06% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,966 | $7,142-2.5% | $9,331-25.3% | $4,212+65.4% |
| Admin fee / account holder | $7,795 | $13,977-44.2% | $16,305-52.2% | $7,344+6.1% |